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In this video tutorial by Matt Holtquist from QuickBooks University, viewers learn how to set up a customized invoice template in QuickBooks Desktop. QuickBooks typically includes default invoice templates, but many business owners prefer to modify these to enhance their company's professional appearance. To begin creating a custom template, users should access the "Lists" menu and select "Templates," where various standard templates are available. The tutorial aims to guide users through the customization process, allowing them to create an invoice that reflects their brand more effectively.